After submitting a bid, you might want to withdraw the bid from the bidding process, or modify your original bid.
To withdraw a bid from the bidding process
- Log into the bid site using the credentials and URL the bid requester sent you.
- Select the Requests for Bid / Bid node. Unifier displays your bid in the Requests for Bid log.
- Open the bid that you want to withdraw by selecting the bid the log and clicking the View button in the log tool bar. If you prefer, you can:
- Click the Open button in the log tool bar.
- Double-click the record.
- In the bid record click the Withdraw from Bid button in the record toolbar.
- Click Yes in the Alert dialog box. You receive an Alert telling you that the bid was successfully withdrawn and that you can modify your bid.
- Click OK.
To decline or accept a bid
Note: The following is applicable to private bidding and not to public bidding.
The option to decline or accept a bid by a bidder enables the requestor to know the number of bids received. Bidders are able to submit a bid even after they have declined it, in case they change their mind, in the bidder portal. On the RFB portal, the list of bidders who have declined is displayed. On the gird, you can see who has:
- Submitted a bid.
- Declined the bid.
On the RFB portal:
The bidder can withdraw from the bidding, accept or decline bids.
The requester can see the list of bidders who have declined bids, or the list of declined invitations, or the list of bidders who have submitted the bids, or the list of submitted bids.
- Sign in to Unifier using the URL and sign in credentials the Bid Requester sent you.
- Click the Requests for Bid / Bids node. Unifier displays your draft bid in the Requests for Bid log. On the bidder portal log records would be displayed with Submission status. You can identify the latest invite received and double click and open the record.
- Open your bid.
- "Accept" or "Decline" the invite.
When a bid invitation is accepted and the bidder closes the bid invitation without saving anything, the status would move to "Accepted." When bidder does undo accept or undo decline the record would move to the "Viewed" status.
When the bidder accepts the invite, the Your Proposal tab is generated on the portal (between "Request Package" and "Linked Mail" tabs).
These options are available until before the RFB due date. Once the RFB Due date passes, the options to accept or decline the invite would be removed for bidder.
The "Submission," "Accept," and "Decline" options are available in any active tab (the Bid Package tab and the Requestor Package tab). When the bidder accepts the invitation, Unifier will display the status on the top right corner of the screen, indicating Submission status as "Accepted."
The bidder has the option to save a draft or submit proposal at this stage.
The bidder can undo the "Accept" action through the option available under Menu (the icon with three horizontal lines), "Undo Accept."
Once the "Undo Accept" option is selected, Unifier displays a confirmation message.
- If the bidder selects "Yes," then Unifier executes the action and moves the record back to its previous status: "Viewed."
- If the bidder selects "No," then Unifier declines the undo accept action.
- If the bidder selects "Decline," then Unifier displays a confirmation message. Selecting "Yes" at this prompt moves the invitation status to decline and closes the record automatically. Selecting "No" at this stage will cancel the decline action and keeps the invitation record open.
The bidder can undo the decline action. To do this, the bidder must open the declined record and select the "Undo Decline" option. This action will undo the decline action and both the "Accept" and "Decline" options will become available. At this stage, the record status will move to "Viewed." If the bidder accepts an invite, the record status will move to "In Progress."